Purchases and Sales Made in Q3 2021 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q3 2021. The information is specifically focused on institutions that hold shares of VANGUARD SMALL-CAP VALUE ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-56- 2.57% |
$9.11K - $9.84K
|
2.12K
$426K
|
|
Oct 12, 2021
Q3 2021
|
Piscataqua Savings Bank
|
SELL
|
- |
-59Closed |
$9.6K - $10.4K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-60- 4.43% |
$9.76K - $10.5K
|
1.3K
$260K
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-60- 48.0% |
$9.76K - $10.5K
|
65
$13.1K
|
|
Oct 19, 2021
Q3 2021
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-60- 2.93% |
$9.76K - $10.5K
|
1.99K
$400K
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-61- 2.79% |
$9.92K - $10.7K
|
2.12K
$427K
|
|
Nov 12, 2021
Q3 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-62- 0.87% |
$10.1K - $10.9K
|
7.04K
$1.41M
|
|
Oct 22, 2021
Q3 2021
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-65- 0.72% |
$10.6K - $11.4K
|
8.91K
$1.79M
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-69- 39.66% |
$11.2K - $12.1K
|
105
$21.1K
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-69- 22.62% |
$11.2K - $12.1K
|
236
$47.4K
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-70- 1.13% |
$11.4K - $12.3K
|
6.11K
$1.23M
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-71- 66.98% |
$11.5K - $12.5K
|
35
$7.03K
|
|
Nov 12, 2021
Q3 2021
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-75- 1.55% |
$12.2K - $13.2K
|
4.76K
$956K
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-80- 15.47% |
$13K - $14.1K
|
437
$87.8K
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-81- 1.02% |
$13.2K - $14.2K
|
7.83K
$1.57M
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-85- 5.51% |
$13.8K - $14.9K
|
1.46K
$293K
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
SELL
|
- |
-88- 0.66% |
$14.3K - $15.5K
|
13.3K
$2.67M
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-89- 1.01% |
$14.5K - $15.6K
|
8.68K
$1.74M
|
|
Nov 15, 2021
Q3 2021
|
Btc Capital Management, Inc.
|
SELL
|
- |
-89- 0.82% |
$14.5K - $15.6K
|
10.7K
$2.16M
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-91- 1.77% |
$14.8K - $16K
|
5.05K
$1.01M
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
SELL
|
- |
-92Closed |
$15K - $16.2K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
SELL
|
- |
-94- 0.84% |
$15.3K - $16.5K
|
11.1K
$2.22M
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-96- 0.24% |
$15.6K - $16.9K
|
40.6K
$8.16M
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-97- 9.7% |
$15.8K - $17K
|
903
$181K
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-97- 1.04% |
$15.8K - $17K
|
9.27K
$1.86M
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-99- 1.28% |
$16.1K - $17.4K
|
7.65K
$1.54M
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-99- 11.33% |
$16.1K - $17.4K
|
775
$156K
|
|
Oct 28, 2021
Q3 2021
|
Facet Wealth, Inc.
|
SELL
|
- |
-99- 0.97% |
$16.1K - $17.4K
|
10.1K
$2.03M
|
|
Nov 09, 2021
Q3 2021
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-100- 0.68% |
$16.3K - $17.6K
|
14.7K
$2.95M
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-104- 3.24% |
$16.9K - $18.3K
|
3.11K
$624K
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-108- 2.57% |
$17.6K - $19K
|
4.1K
$824K
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-112- 6.64% |
$18.2K - $19.7K
|
1.58K
$317K
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-113- 4.25% |
$18.4K - $19.9K
|
2.55K
$512K
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-117- 1.93% |
$19K - $20.6K
|
5.94K
$1.19M
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-120- 0.58% |
$19.5K - $21.1K
|
20.5K
$4.12M
|
|
Oct 13, 2021
Q3 2021
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-121- 7.1% |
$19.7K - $21.3K
|
1.58K
$318K
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-122- 1.87% |
$19.8K - $21.4K
|
6.4K
$1.29M
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-125- 1.1% |
$20.3K - $22K
|
11.2K
$2.26M
|
|
Nov 16, 2021
Q3 2021
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-126- 1.32% |
$20.5K - $22.1K
|
9.42K
$1.89M
|
|
Oct 22, 2021
Q3 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-126- 1.48% |
$20.5K - $22.1K
|
8.39K
$1.69M
|
|
Nov 12, 2021
Q3 2021
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-129- 3.59% |
$21K - $22.7K
|
3.47K
$697K
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-138- 9.27% |
$22.4K - $24.3K
|
1.35K
$272K
|
|
Dec 06, 2021
Q3 2021
|
Fullen Financial Group
|
SELL
|
- |
-143- 0.94% |
$23.3K - $25.1K
|
15K
$3.02M
|
|
Nov 16, 2021
Q3 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-147- 4.63% |
$23.9K - $25.8K
|
3.03K
$609K
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
SELL
|
- |
-152- 20.08% |
$24.7K - $26.7K
|
605
$122K
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-154- 6.66% |
$25K - $27.1K
|
2.16K
$434K
|
|
Nov 10, 2021
Q3 2021
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-154- 11.32% |
$25K - $27.1K
|
1.21K
$242K
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
SELL
|
- |
-154- 4.63% |
$25K - $27.1K
|
3.18K
$638K
|
|
Oct 28, 2021
Q3 2021
|
American Research & Management Co.
|
SELL
|
- |
-155- 0.21% |
$25.2K - $27.2K
|
74.1K
$14.9M
|
|
Oct 27, 2021
Q3 2021
|
B&D White Capital Company, LLC
|
SELL
|
- |
-157- 1.19% |
$25.5K - $27.6K
|
13K
$2.62M
|